Investment Q&A

Q: Best Canadian value stocks any sector with 3%+ dividend yield that have the good growth prospects in 2021? For non-reg account, 5-10 year hold.

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Read Answer Asked by Stephen on January 07, 2021

• Brookfield Infrastructure Partners L.P. (BIP.UN $42.69)
  • $42.69 P/E (TTM): 1025.34X Cap: $19.68B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $55.16)
  • $55.16 Cap: $7.28B
  • View BIPC Profile
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Q: I saw the Q's on this stock today and was intrigued by the outsized (to me) performance of BIPC vs. BIP.UN on the upside and now on the downside. Am I to understand that the growth is exactly equivalent and the price differential is strictly on the dividend taxability? I have trouble understanding the institutional (I assume mostly) thinking on this. How many years would it take of dividend savings to account for the difference? Or is that a dumb question?

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Read Answer Asked by Gerald on January 07, 2021

• Information Services Corporation Class A Limited Voting Shares (ISV)
  • P/E (TTM): 23.54X Cap: $482M
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Q: Happy new year ,
Are u guys as keen as mr Stewart in regards to this story ? Has some positive momentum which I know u guys thrive on , would u buy this name ?
Thx
Mark

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Read Answer Asked by Mark on January 07, 2021

• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $55.16)
  • $55.16 Cap: $7.28B
  • View BIPC Profile
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Q: after saying many times that this stock at a low today of 80.75, either version is good to own, what is happening to the crash scenario of this version which is down from the high range you said it was ok to own (high of $94).??

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Read Answer Asked by john on January 07, 2021

Q: Hi, I had a great 2020 investment wise, thanks, great advice.
In my TFSA I have STC- PLC - CCL.B that I will add to. I also have $room for two or three additional stock to compliment them for diversity, could you suggest sometime for a growth but also conservative investor.
Also would you be ok with a small amount(play money) for QBTC.U or would you stay clear?
Thanks

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Read Answer Asked by Brad on January 07, 2021

• Leon's Furniture Limited (LNF $30.46)
  • $30.46 P/E (TTM): 12.83X Cap: $2.08B
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Q: Retired, dividend-income, "buy-and-hold" investor. I am light in Consumer Cyclical. Do you still like Leon's? What other choices would you recommend that pay at least a 2.5% dividend. Please rank them for total return best to worst.
Thanks....Steve

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Read Answer Asked by Stephen on January 07, 2021

• Enbridge Inc. (ENB $66.01)
  • $66.01 P/E (TTM): 23.44X Cap: $144.66B
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Q: I was surprised to see you quote ENB as one of your top Canadian dividend picks in a recent question.

I am troubled by the "low" increase in dividend growth this past quarter. Please help me interpret this from a numbers (earnings, cash flow, future growth) point of view that would reassure me that it deserves to be amongst your top Canadian dividend picks.

thanks

Ernie

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Read Answer Asked by Ernest on January 07, 2021

• BMO Covered Call Utilities ETF (ZWU $11.41)
  • $11.41 P/E (TTM): 53.76X Cap: $1.89B
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $39.00)
  • $39.00 P/E (TTM): 5.55X Cap: $1.01B
  • View CDZ Profile
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• BMO Canadian High Dividend Covered Call ETF (ZWC $19.08)
  • $19.08 P/E (TTM): 27.39X Cap: $1.74B
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Q: Are utility stocks and other dividend names under greater pressure with a rising 10 yr yield? If so, could you please explain why? Thanks.

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Read Answer Asked by Curtis on January 07, 2021

• BCE Inc. (BCE $34.98)
  • $34.98 P/E (TTM): 77.65X Cap: $32.86B
  • View BCE Profile
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• Enbridge Inc. (ENB $66.01)
  • $66.01 P/E (TTM): 23.44X Cap: $144.66B
  • View ENB Profile
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• TC Energy Corporation (TRP $70.40)
  • $70.40 P/E (TTM): 17.55X Cap: $73.58B
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• Loblaw Companies Limited (L $56.76)
  • $56.76 P/E (TTM): 7.26X Cap: $67.62B
  • View L Profile
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• Sun Life Financial Inc. (SLF $80.51)
  • $80.51 P/E (TTM): 14.93X Cap: $46.31B
  • View SLF Profile
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Q: I currently own $10K in each of these companies,,, looking to invest another $10k into possibly SLF or BCE. I look at 1 year at a time and then judge after. My aim is growth. Would you change anything?

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Read Answer Asked by Ziaad on January 07, 2021

• Bank of Nova Scotia (The) (BNS $79.53)
  • $79.53 P/E (TTM): 16.5X Cap: $99.05B
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• Manulife Financial Corporation (MFC $41.67)
  • $41.67 P/E (TTM): 13.21X Cap: $72.17B
  • View MFC Profile
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• TC Energy Corporation (TRP $70.40)
  • $70.40 P/E (TTM): 17.55X Cap: $73.58B
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Q: Can you rank these companies in order of preference for current investment?

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Read Answer Asked by Eugene on January 07, 2021

• Verizon Communications Inc. (VZ $44.23)
  • $44.23 P/E (TTM): 10.5X Cap: $187.37B
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Q: Is Verizon, 4.28% yield a good stock?
Jim Cramer recommended this stock.
What is the ticker?

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Read Answer Asked by Diane on January 06, 2021

• Brookfield Renewable Partners L.P. (BEP.UN $34.85)
  • $34.85 Cap: $22.92B
  • View BEP.UN Profile
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $46.46)
  • $46.46 Cap: $17.38B
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Q: The above holdings now represent 10% of my equity portfolio. Should I bring this back to 6-7% or should I let these run? If so,
to what extent? Thanks, Martin

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Read Answer Asked by Martin on January 06, 2021

• iShares S&P/TSX Composite High Dividend Index ETF (XEI $29.87)
  • $29.87 P/E (TTM): 25.76X Cap: $2.17B
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• Purpose Core Dividend Fund (PDF $35.52)
  • $35.52 P/E (TTM): 4.05X Cap: $189M
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $99.02)
  • $99.02 Cap: $2.13B
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Q: I own XEI in a TFSA and am looking for better growth prospects with an ETF or MF. I prefer CDN denominated but with some US holdings is fine. Thanks Cal

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Read Answer Asked by Calvin on January 06, 2021

Q: Would you recommend ATCO for a 3 to 5 year hold or would Fortis or Emera be a better choice? Also, why has ATCO gone down so much in the past 6 months.

Thank-you.

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Read Answer Asked by David M. on January 06, 2021

Q: Hi,
No rush for this question.
Could you please recommend some stocks to build a portfolio for the Smith Manoeuvre.
2/3 would be in an unregistered account and 1/3 in a TFSA?
I'm looking for about 15 stocks (or more) in order of your preferred ranking of what to buy first. Also, which of the ones suggested would be preferable in a TFSA?
Please deduct as many credits as you see fit.
Thanks

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Read Answer Asked by Marco on January 06, 2021

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
  • View PHO Profile
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• Bank of Nova Scotia (The) (BNS $79.53)
  • $79.53 P/E (TTM): 16.5X Cap: $99.05B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Enbridge Inc. (ENB $66.01)
  • $66.01 P/E (TTM): 23.44X Cap: $144.66B
  • View ENB Profile
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  • View Reports on ENB
• Canadian Natural Resources Limited (CNQ $43.03)
  • $43.03 P/E (TTM): 10.64X Cap: $89.96B
  • View CNQ Profile
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• Sun Life Financial Inc. (SLF $80.51)
  • $80.51 P/E (TTM): 14.93X Cap: $46.31B
  • View SLF Profile
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• Algonquin Power & Utilities Corp. (AQN $8.02)
  • $8.02 Cap: $6.15B
  • View AQN Profile
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• TFI International Inc. (TFII $131.10)
  • $131.10 P/E (TTM): 21.23X Cap: $10.88B
  • View TFII Profile
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• Savaria Corporation (SIS $20.88)
  • $20.88 P/E (TTM): 27.04X Cap: $1.51B
  • View SIS Profile
  • View Questions on SIS
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Q: Hi Peter & 5i team,
I have topped up my TFSA contribution limit and now have a considerable amount of cash to deploy. Currently I have the above mentioned names and am looking for a good dividend growing stock addition. In your opinion, what would be your top three suggestions.
Thank you for your opinions in the past and present.

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Read Answer Asked by john on January 06, 2021

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
  • View AW.UN Profile
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Q: Thoughts on investing this company as of today?

Is there any structural risks to permanently and adversely affecting the business if COVID and closures/restrictions remain for longer?

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Read Answer Asked by Eugene on January 06, 2021

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
  • View PLC Profile
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• TELUS Corporation (T $22.89)
  • $22.89 P/E (TTM): 35.95X Cap: $35.21B
  • View T Profile
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• WSP Global Inc. (WSP $280.44)
  • $280.44 P/E (TTM): 46.0X Cap: $37.31B
  • View WSP Profile
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• Algonquin Power & Utilities Corp. (AQN $8.02)
  • $8.02 Cap: $6.15B
  • View AQN Profile
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• Alimentation Couche-Tard Inc. (ATD $69.60)
  • $69.60 P/E (TTM): 18.77X Cap: $66.08B
  • View ATD Profile
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• Premium Brands Holdings Corporation (PBH $95.27)
  • $95.27 P/E (TTM): 45.95X Cap: $4.27B
  • View PBH Profile
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• Savaria Corporation (SIS $20.88)
  • $20.88 P/E (TTM): 27.04X Cap: $1.51B
  • View SIS Profile
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Q: I am an investor with a fairly balanced, income oriented securities portfolio with a relatively high weighting to financials. I am thinking of adding the securities noted and am interested in your thoughts on each, as well as how you would rank them on a relative basis. Thanks for your thoughts.

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Read Answer Asked by Don on January 06, 2021

• Alaris Equity Partners Income Trust (AD.UN $18.68)
  • $18.68 P/E (TTM): 6.08X Cap: $865M
  • View AD.UN Profile
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Q: Why is alaris moving so much today? What do you think of their prospects.

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Read Answer Asked by mike on January 06, 2021

• TELUS Corporation (T $22.89)
  • $22.89 P/E (TTM): 35.95X Cap: $35.21B
  • View T Profile
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• Yellow Pages Limited (Y $11.00)
  • $11.00 P/E (TTM): 7.19X Cap: $155M
  • View Y Profile
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Q: Hello, Happy 2021 To All! Given a choice between these two or BCE, which is preferred, for growth / dividend growth? Others you would prefer? Thanks

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Read Answer Asked by Lavern on January 06, 2021